Expert Financial Group (Income Tax, Insurance, Bill Payment And More) - Pompano Beach (FL)

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

Jim Barnes Worst experience of my life working with this company and Jonathan Hunt financial advisor. I had 200k in investments and Life insurance and this company did everything they could not to give me my money that I requested also they broke my Privacy act and disclosed info to and ex wife that broke my confidentiality act as well...stay away from them. I would not recommend them at all. Still dealing with this nightmare.

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Holdon Neal Outstanding experience with Canopy Roads Advisors! Their service’s have exceeded all my expectations, showcasing impressive punctuality and professionalism. The team is attentive and knowledgeable, making the entire process seamless. Highly recommend!

Pamela Jacobs I was at guest at this Financial seminar and had a very good experience with the team that presented the information. I have not attended a seminar like this before and it was very enlightening for me. I spoke for awhile with Mark afterward and am looking forward meeting with him and/or Dave and the team in the near future to plan out my future retirement goals.

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!

Larry Lanpher We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world:. In addition they have an amazing team, in particular Elaine,Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.

Kaley Irizarry Brandon helped me set up my accounts where it is setting me up in the future! Being new to savings accounts & how to correctly set up my accounts, Brandon took me step by step thoroughly answering my questions while providing plenty of information where I walked out with alot of knowledge. I’m very excited! 5 Star service from Brandon! ⭐️⭐️⭐️⭐️⭐️ GO SEE HIM!

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